SEC 13F Intelligence

Fairtree Asset Management (Pty) Ltd / TSM

Fairtree Asset Management (Pty) Ltd’s Taiwan Semiconductor Manufac Position

Does Fairtree Asset Management (Pty) Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 12.0K shares worth $4M (+1.87% of its 13F portfolio) as of Q1 2026, up from 2.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
12.0K
% of Portfolio
+1.87%
Quarters Held
5
currently held

Position History TSM

Reported value by quarter
Q1 ’25: $212,314Q1 ’25Q2 ’25: $295,796Q2 ’25Q3 ’25: $296,606Q3 ’25Q4 ’25: $710,799Q4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.0K$4M+1.87%
Q4 20252.3K$710,799+0.33%
Q3 20251.1K$296,606+0.19%
Q2 20251.3K$295,796+0.22%
Q1 20251.3K$212,314+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fairtree Asset Management (Pty) Ltd’s full portfolio or all institutional holders of TSM.